Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,996,151
+$815,495 QoQ
Shares Held
46,178
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#401
of 2,609 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Strategic Wealth Investment Group, LLC holds $9,996,151 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
46,178 | $9,996,151 |
All Filings in BA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,996,151 | 46,178 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,180,656 | 46,127 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,908,705 | 45,637 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,829,307 | 64,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,110,509 | 5,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $938,536 | 5,503 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $18,090,462 | 102,206 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,607,764 | 82,924 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,423,385 | 51,774 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $9,230,752 | 35,413 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,178,613 | 32,234 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,241,889 | 29,560 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,140,926 | 28,908 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,044,365 | 26,481 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,009,443 | 24,855 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,203,896 | 23,434 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,451,417 | 23,245 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,220,271 | 20,963 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,227,026 | 19,219 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,600,902 | 10,857 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,207,403 | 8,666 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,151,945 | 10,053 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,638,222 | 9,913 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,503,793 | 8,204 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||